Lifex 2065 Longevity IncomeLFBEETF

13F holders, Q1 2026 (March 31)
3holders +1
1new positions
0sold out
$187.21avg. 13F price*

At the end of Q1 2026, 3 institutions reported holding Lifex 2065 Longevity Income (LFBE) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Stone Ridge Holdings Group LP ($1.5M), Susquehanna International Group, LLP ($1.4M) and UBS Group AG ($374).

Company
Lifex 2065 Longevity Income
Filed as
STONE RIDGE TR (Q1 2026)
CUSIP
86172B668
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 3Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$374
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 1,041 shares bought, net +1,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Stone Ridge Holdings Group LP 7.81% No change 7,948 $1.5M
Susquehanna International Group, LLP 0.00% Add +16.7% 7,273 $1.4M
UBS Group AG 0.00% New 2 $374

"% of holder's portfolio" is LFBE's weight in each manager's 13F, not the share of Lifex 2065 Longevity Income the manager owns.